skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I'm considering a very small position in WBA as a "contra", turn-around pick. I recognize that this is not the type of stock 5i would consider investing in. However I value your opinion on this name despite its warts already mentioned in past Q&A:

- Do you see about a 5 P/E based on projected earnings? Other metrics also seem better than the last 10 years.....of course for a reason.

- How sustainable is the new dividend payout?

- Do they have the capability to cut costs enough to bring the debt load down to acceptable levels?

- In your opinion, how susceptible is their business model to disruption?

Read Answer Asked by James on July 03, 2024
Q: Hi 5i Team,

I have a handful of losers that I'm trying to decide what to do with. Using your crystal ball, which of these would you continue to hold and which would you dump?
Read Answer Asked by David on May 03, 2024
Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
Read Answer Asked by David on April 30, 2024
Q: I'd like to start a small portfolio of US stocks in a TFSA, small dollar names/specs. Comments? Also OWL:us (blue owl capital). All sourced from CNBC. Cheers!
Read Answer Asked by george on April 09, 2024
Q: Hi 5i
Currently a share holder of WBA....
Regarding previous 5i comments about WBA, its debt and large dividend.......
Now that WBA has cut dividend by nearly 50%, where do you see it going from here?
Is it a good time to consider or still require wait and see? Attractive entry point at what price?
What has to happen next in this story?
Thx
jim
Read Answer Asked by jim on January 15, 2024
Q: Could you please give me your top five dividend aristocrats. Thank you
Read Answer Asked by Anne on October 11, 2023
Q: I hold the above within a RRIF. In total they are now worth $49K cost was $64K, current income approx $2K.

What do you think about selling them all and reinvesting in AAPL, MSFT, BRK and AMZN. Any alternatives you can suggest. I don't mind forgoing the income.
Read Answer Asked by Nigel on December 20, 2022
Q: Can you provide a 'buy' list for a person wanting to deploy $200,000 (inside RRSP) with the goal of creating 5% or more sustained cash flow - as well as growing the original capital to keep up with inflatiion? We do not have company pensions - this would serve to supplement our government pensions.
Thinking, 20 stocks across all sectors @ $10,000 each (or 5%)
Also could you include 10 growth stocks (inside TFSA) for a total of $250,000 - gotta have some fun ;)
Many Thanks
Jan
Read Answer Asked by Jan on October 07, 2022
Q: AW.UN
AQN
POW
ENB
EIF

I am looking for your recommendations on good dividend paying stocks. Stocks which have come under pressure due to market conditions. Stocks that are low risk and do not have high debt. I am mostly interest in income stocks but would also like a stock that would give me some capital gains. I have listed these and would appreciate rating these. Please also provide me with any other tickers you feel would fit my needs here which I may not have thought about.

Thank you.

Donna
Read Answer Asked by Donna on May 16, 2022
Q: I have some money in my RRSP and would like to buy some US stocks. Could you recommend your top picks you think are priced to buy now, which gives 3% or more dividend. Also any you would wait on, and what price point you would enter. Thanks so much!
Read Answer Asked by Pat on April 21, 2022
Q: Hi
In a past question I was provided these US stocks to purchase: VZ, DUK, GILD, ABBV, O. I was looking for: low to moderate risk and high dividend yields I am again looking for another 5 to 7 stocks with similar criterion. As I am trying to build a US portfolio, please provide some diversification suggestions as well. Thanks, Len
Read Answer Asked by Leonard on April 05, 2022
Q: Can I please have your top 5 US and Cdn consumer non cyclical stock choices ?
Read Answer Asked by adam on January 25, 2022